CVS Health: Still Cheap And Signs Of Improvement

CVS Health Corporation remains deeply undervalued despite persistent headwinds and an 11-year correction, with intrinsic value estimates well above current prices. Q1 2026 results showed 6.2% revenue growth and a 63.1% EPS increase, prompting management to raise full-year guidance for revenue, cash flow, and earnings. Margins and the medical benefit ratio are showing early signs of recovery, supporting management's and analysts' renewed optimism for double-digit EPS growth.